Adding Subscriptions #

To add assets, subscriptions, locations, or people you always will press the round + button in the top right hand corner. In the menu that pops up, select Subscription.

Subscription Details #

First select a required category. If you have not setup any categories yet, go to the custom categories page to learn how to setup categories.

Fill out the rest of your subscription details, the name column is the only other required field in this section.

Next choose your billing type, this is required and will open up more columns to fill out based on the type. Your options are Subscription, Lifetime Purchase, and Free.

If this subscription is a recurring subscription charge select Subscription, if this subscription is a one time upfront purchase selecte Lifetime Purchase and if this subscription is free select the free option.

Subscription #

A subscription billing type will open up Billing Details and Contract sections. The billing details will allow you to enter bill start date, payment interval, cost and license quantity.

The payment interval is how often you pay this bill, is it paid monthly, quarterly, yearly, or up front in a lump sum.

The cost box has a selector so you can select if the cost is a lump sum amount or if the cost should be calculated per license.

The contract details allows you to enter a contract term or how long the contract is. The options are 1 to 5 years. Then you can enter the start and end date for the contract.

Lifetime Purchase #

Lifetime purchase billing type will open up Billing Details and allow you to enter purchase date, cost and license count.